SSSYX vs. FUIPX
Compare and contrast key facts about State Street Equity 500 Index Fund Class K (SSSYX) and Fidelity Freedom Index 2060 Fund (FUIPX).
SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014. FUIPX is managed by Fidelity. It was launched on Jun 24, 2020.
Performance
SSSYX vs. FUIPX - Performance Comparison
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SSSYX vs. FUIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 24.08% |
FUIPX Fidelity Freedom Index 2060 Fund | -4.17% | 21.50% | 14.23% | 19.99% | -18.17% | 16.00% | 23.45% |
Returns By Period
In the year-to-date period, SSSYX achieves a -7.05% return, which is significantly lower than FUIPX's -4.17% return.
SSSYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.60%
- 1Y
- 14.40%
- 3Y*
- 17.15%
- 5Y*
- 11.37%
- 10Y*
- 13.69%
FUIPX
- 1D
- -0.14%
- 1M
- -8.58%
- YTD
- -4.17%
- 6M
- -1.24%
- 1Y
- 16.62%
- 3Y*
- 14.26%
- 5Y*
- 7.79%
- 10Y*
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SSSYX vs. FUIPX - Expense Ratio Comparison
SSSYX has a 0.02% expense ratio, which is lower than FUIPX's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
SSSYX vs. FUIPX — Risk / Return Rank
SSSYX
FUIPX
SSSYX vs. FUIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Equity 500 Index Fund Class K (SSSYX) and Fidelity Freedom Index 2060 Fund (FUIPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SSSYX | FUIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.10 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.61 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.39 | -0.33 |
Martin ratioReturn relative to average drawdown | 5.13 | 6.39 | -1.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SSSYX | FUIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.10 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.55 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.81 | -0.71 |
Correlation
The correlation between SSSYX and FUIPX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SSSYX vs. FUIPX - Dividend Comparison
SSSYX's dividend yield for the trailing twelve months is around 1.55%, less than FUIPX's 2.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | 1.55% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
FUIPX Fidelity Freedom Index 2060 Fund | 2.09% | 2.00% | 2.01% | 1.96% | 2.05% | 1.97% | 1.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SSSYX vs. FUIPX - Drawdown Comparison
The maximum SSSYX drawdown since its inception was -91.48%, which is greater than FUIPX's maximum drawdown of -26.20%. Use the drawdown chart below to compare losses from any high point for SSSYX and FUIPX.
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Drawdown Indicators
| SSSYX | FUIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.48% | -26.20% | -65.28% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -10.79% | -1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -26.20% | +1.71% |
Max Drawdown (10Y)Largest decline over 10 years | -91.48% | — | — |
Current DrawdownCurrent decline from peak | -8.88% | -9.06% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -5.49% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.34% | +0.15% |
Volatility
SSSYX vs. FUIPX - Volatility Comparison
The current volatility for State Street Equity 500 Index Fund Class K (SSSYX) is 4.24%, while Fidelity Freedom Index 2060 Fund (FUIPX) has a volatility of 5.04%. This indicates that SSSYX experiences smaller price fluctuations and is considered to be less risky than FUIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSSYX | FUIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.04% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 8.76% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.10% | 15.18% | +2.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 14.28% | +2.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 124.43% | 14.19% | +110.24% |